Operations & Project ManagementPurpose
1. Automate the end-to-end initiation and documentation workflow for diving contractor projects, reducing manual entry, increasing standardization, automating templated document creation, automating communications, automating approvals, automating task assignments, and automating file management across all operations, ensuring regulatory compliance, project tracking, and centralized record-keeping.
Trigger Conditions
1. Automatedly triggered on new project creation in CRM/project management tool.
2. Automated upon submission of a "Project Initiation" form from operations.
3. Automation kicked off by receipt of client work order via email or e-signature application.
4. Scheduled trigger: weekly or monthly review meetings generate automated documentation packs.
Platform Variants
1. Salesforce
- API: Record Create/Update
- Automated creation of new Project record triggers documentation template generation.
2. DocuSign
- API: Envelope Creation
- Automates sending and tracking of project initiation documents for client/management signatures.
3. Google Workspace
- Drive API: File-create, Docs API: Document-generate
- Automates generation and storage of templated project briefs and scope documentation.
4. Microsoft Teams
- Graph API: Channel Message Create
- Automated project initiation notifications and documentation links to assigned project Teams channel.
5. Asana
- API: Task Create
- Automatedly assigns operational checklists/tasks to project managers and divers upon project start.
6. Slack
- API: chat.postMessage
- Automates team notifications of new project initiations and document status.
7. Monday.com
- API: Item Creation
- Automator populates a new board/item with project documentation progress and deadlines.
8. Jira
- REST API: Issue Create
- Automated workflow creates and links task tickets for safety, compliance, and regulatory filings.
9. Zendesk
- API: Ticket Create
- Automates internal support ticket for provisioning equipment documentation.
10. SharePoint
- API: File Upload/Folder Create
- Automator creates structured documentation folders and uploads standardized forms.
11. AWS S3
- REST API: PutObject
- Automation securely archives all signed documentation and initiation records in cloud storage.
12. Trello
- API: Card Creation
- Automates project card with documentation checklist attached.
13. Xero
- API: Invoice Create
- Automates initial invoice based on project initiation document.
14. QuickBooks Online
- API: Bill Creation
- Automates bill entries for project startup costs based on approved documentation.
15. HubSpot
- Workflows API: Trigger on deal-stage change
- Automated email and document workflows launched as project moves to Open status.
16. Notion
- API: Database Item Create
- Automates structured project initiation records for review and audit in Notion workspace.
17. Basecamp
- API: Message Board Post
- Automated posting of project brief and initiation tasks to operations message board.
18. PandaDoc
- API: Document Create/Send
- Automates customizable contract and checklist distribution for each new project.
19. ClickUp
- API: Task Create
- Automates detailed project kickoff task lists with documentation upload reminders.
20. Zapier Webhooks
- Feature: Webhook Receive/POST
- Automate notification or data hand-off between legacy/industry-specific systems and documentation hub.
Benefits
1. Automated workflows eliminate delays in project kickoff and improve compliance accuracy.
2. Automation enables scalable documentation handling, with reduced manual-data entry errors.
3. Automator assigns tasks and sends reminders, ensuring operational readiness and safety adherence.
4. Automating documentation generation saves time, enabling focus on high-risk, high-value diving operations.
5. Automated notifications and approvals speed up project lifecycles, boosting client satisfaction and internal accountability.